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Fortis Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Fortis Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-140
Closed -$5.22K – 165
2023
Q1 		$5.22K Sell
140
-134
-49% -$5.06K ﹤0.01% 222
2022
Q4 		$9.93K Buy
274
+43
+19% +$1.54K 0.01% 209
2022
Q3 		$7K Sell
231
-217
-48% -$7.83K 0.01% 210
2022
Q2 		$15K Buy
+448
New +$16.5K 0.01% 208
2021
Q4 		– Hold
0
– – – 269
2021
Q3 		– Sell
-4,509
Closed -$160K – 258
2021
Q2 		$159K Buy
4,509
+25
+0.6% +$896 0.09% 110
2021
Q1 		$155K Buy
4,484
+9
+0.2% +$290 0.11% 84
2020
Q4 		$134K Buy
+4,475
New +$125K 0.12% 70

Other funds holding IFRA

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return